Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

Portfolio 52

Portfolio Economy Financial Guidance Financial Planning 52

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. tker.co) On the divergence between consumer sentiment and the economy. politico.com) Why the U.S.

Financial Advising 225

Financial Advising Economics Economy Manufacturing 225

Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. In a 60/40 allocation, this negatively affects the whole portfolio.

Portfolio 91

Portfolio Retirement Economy Economics 91

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 184

Financial Advising Startup Valuation Economy 184

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment.

Financial Advising 231

Financial Advising Economy Media Economics 231

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. The world has accumulated a significant proportion of debt at low yields (thanks to reckless money printing) that any meaningful monetary tightening can plunge the economies into recession.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Abnormal Returns

JANUARY 5, 2024

visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% (visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 209

Financial Advising Media Economy Economics 209

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. (wsj.com) Comparing the diversification benefits of CTAs vs. global macro hedge funds. ft.com) Americans are driving more, but still below pre-pandemic levels.

Asset Allocation 238

Asset Allocation Financial Advising Media Assets 238

The Big Picture

NOVEMBER 17, 2022

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. Liberty Street Economics, August 24, 2022). Short answer: 40%. November 7, 2022).

Medicine 363

Medicine Economics Medical Economy 363

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week. Markets Should you care what Wall Street strategists have to say about 2024?

Asset Allocation 207

Asset Allocation Financial Advising Startup Economy 207

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. washingtonpost.com) Economy The U.S. theweek.com) The economic schedule for the coming week. awealthofcommonsense.com) There is a difference between picking and choosing. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.

Math 233

Math Financial Advising Advertising Distribution 233

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 174

Financial Advising Economy Manufacturing Media 174

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 174

Financial Advising Economy Valuation Consulting 174

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. marketwatch.com) Economy Why the Fed needs a new model of inflation. bloomberg.com) The economic schedule for the coming week. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds.

Financial Advising 200

Financial Advising Insurance Media Retirement 200

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. thinkadvisor.com) Aaron Brown, "When the economics of EMH is added to the mathematics of MPT, you get the financial revolution that created the Capital Asset Pricing Model and its many descendants." bloomberg.com)

Financial Advising 193

Financial Advising Media Economy Economics 193

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat. people.com)

Financial Advising 194

Financial Advising Portfolio Management Economy Media 194

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. This quarter, it was Sentiment. .”

Media 349

Media Economy Economics Wealth Management 349

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. Looking ahead, Nationwide Economics foresees a confluence of factors pushing the economy into a moderate recession starting mid-2023. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already? awealthofcommonsense.com) The economic schedule for the coming week.

Financial Advising 223

Financial Advising Insurance Economy Retail 223

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession.

Asset Allocation 250

Asset Allocation Financial Advising Assets Media 250

Discipline Funds

OCTOBER 20, 2023

The answer is that this is a fairly small slice of the aggregate bond market and an even smaller slice of most investors’ portfolios. 3) The “This is Fine” Economy. I would continue to describe my economic outlook as a “muddle through” view. So why isn’t there more panic about this?

Economy 73

Economy Retail Government Banking 73

Trade Brains

DECEMBER 8, 2023

Basically, the price of a Big Mac can tell us a lot about the economy’s condition and how well it is doing. Purchasing Power Parity (PPP) is an economic theory that says the price of a good in one country should be the same as its price in another country, once you consider the exchange rate between them. what is PPP?

Economy 64

Economy Economics Food Investing 64

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. nytimes.com) The economic schedule for the coming week. Strategy How high a VIX is too high? wsj.com) Bitcoin’s mining difficulty level has reached an all-time high.

Financial Advising 194

Financial Advising Taxes Media Economy 194

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 181

Financial Advising Economy Banking Media 181

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Economic growth accelerated over the past year, defying tight policy and expectations. Moderate” is Fedspeak for a strong economy. The economy grew 2.4% 5.50% range.

Economy 52

Economy Marketing Marketing Compliance 52

Abnormal Returns

DECEMBER 9, 2022

podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. nytimes.com) Tracy Alloway and Joe Weisenthal talk with Brad DeLong author of "Slouching Towards Utopia: An Economic History of the Twentieth Century."

Portfolio Management 193

Portfolio Management Economics Economy Portfolio 193

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. The latest plot line was simply the animal spirits have been awoken and they have run amok and that’s how we have avoided an economic contraction.

Manufacturing 335

Manufacturing Economy Economics Portfolio 335

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? papers.ssrn.com) Economy The world is the most equal it has been in a century. foreignaffairs.com) The economic schedule for the coming week. (rationalwalk.com) On the danger of getting addicted to 'dry powder.' msn.com) Blackrock ($BLK) has filed for a spot Bitcoin ETFs.

Financial Advising 225

Financial Advising Media Government Economy 225

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. unchartedterritories.tomaspueyo.com) The economic schedule for the coming week.

Financial Advising 177

Financial Advising Banking Economy Insurance 177

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response. Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio.

Economy 318

Economy Economics Portfolio Media 318